20VC: SpaceX, Tesla, Neuralink: Elon’s Empire After the Firestorm | Are Circle and Coreweave Meme Stocks: IPO Analysis | Anduril Raises $2.6BN & Becomes Founders Fund's 1st and 2nd Largest Check Ever | Cursor Now 20% of SaaS Spend and the SaaS Slowdown | The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch | Podwise
20VC: SpaceX, Tesla, Neuralink: Elon’s Empire After the Firestorm | Are Circle and Coreweave Meme Stocks: IPO Analysis | Anduril Raises $2.6BN & Becomes Founders Fund's 1st and 2nd Largest Check Ever | Cursor Now 20% of SaaS Spend and the SaaS Slowdown
In this episode of the 20VC podcast, Harry Stebbings hosts Jason Lemkin and Rory O'Driscoll to discuss recent IPOs like Circle and CoreWeave, analyzing their market performance and the implications of underpricing. They also delve into the potential impact of Elon Musk's public statements on his companies, particularly Tesla, and debate Rich Wong's prediction that 20% of unicorns will fail, further exploring the challenges and opportunities in the current venture capital landscape, including the trend of capital concentration and the slowdown in SaaS spending, and the potential of AI to unlock new economic value. The conversation includes a quick-fire round where they make predictions about Sundar Pichai's future at Google, the New York Times' lawsuit against OpenAI, and Linda Iaccarino's role at Twitter/X.
